Wealth Advisor for HNW Clients & Planning

Waverly Advisors, LLC; Pensacola (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health, Dental, Vision coverage

401(k) with company match

Job summary

Waverly Advisors, LLC is seeking a Wealth Advisor to manage high‑net‑worth client relationships and deliver comprehensive financial planning. You will be the primary contact for a select client group and drive new business opportunities through referrals and community engagement.

In this role you will craft goals-based financial plans, coordinate with estate, tax, and philanthropic strategies, and work closely with the investment team to align client objectives with investment decisions.

Qualifications

• 5–8 years of experience in financial services with demonstrated ability to develop and manage existing client relationships and create new business opportunities.
• Bachelor’s Degree from an accredited college or university.
• Series 65, CFP, or CFA required.

Responsibilities

• Drive business development by cultivating referral networks and building client relationships.
• Understand Waverly’s investment philosophy and integrate planning with portfolio objectives.
• Develop and manage client relationships with ongoing contact and communications.
• Implement financial plans including estate, insurance and tax considerations.
• Collaborate with the investment team to align client planning with investment strategy.
• Maintain high standards of client service and ethical conduct.
• Coordinate actions with Client Service Associates and Investment Analysts.

Skills

Client relationships

Networking

Leadership

Communication

Financial services

Education

Bachelor’s Degree

Series 65

CFP

CFA

Tools

CRM software

Job description

Waverly Advisors, LLC is seeking a Wealth Advisor to manage high‑net‑worth client relationships and deliver comprehensive financial planning. You will be the primary contact for a select client group and drive new business opportunities through referrals and community engagement.

In this role you will craft goals-based financial plans, coordinate with estate, tax, and philanthropic strategies, and work closely with the investment team to align client objectives with investment decisions.